WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.48M
3
+$3.41M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.62M

Top Sells

1
+$4.08M
2
+$1.9M
3
+$1.7M
4
CSCO icon
Cisco
CSCO
+$1.67M
5
DRI icon
Darden Restaurants
DRI
+$1.63M

Sector Composition

1 Technology 9.02%
2 Financials 4.04%
3 Industrials 3.02%
4 Consumer Discretionary 3.02%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.18K ﹤0.01%
131
+3
477
$2.12K ﹤0.01%
30
478
$1.54K ﹤0.01%
32
479
$1.32K ﹤0.01%
14
480
$1.28K ﹤0.01%
62
481
$1.25K ﹤0.01%
57
482
$878 ﹤0.01%
21
483
$567 ﹤0.01%
6
484
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-47
485
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-95
486
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487
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488
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489
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490
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491
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492
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493
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-36,449
494
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-2,494
495
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-30
496
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-144,700
497
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498
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499
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500
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17 18 19
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